Inference and AI agent infrastructure platform that recently crossed $300M ARR.
“These inference clouds have gotten really good at supervised fine tuning and reinforcement learning... Together, Modal, Base 10, they're all working in a very cash-efficient way. What's shocking about those business models is they're growing almost as fast as the frontier labs in the early days, but burning very little cash.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.